https://github.com/zynksoftware/zynk-workflow/wiki/importing-customers-into-sage-50-uk#examples) for the XML format

Settings

Sage 50 Connection

Required
The connection to Sage 50 UK to use. See the Connecting to Sage 50 UK article if you require more information on how to create/manage connections.

Auto Generate References

Required

Account Reference Convention - Used when auto generating account references. Select a method for generating the alphabetic part of the account reference. The following options are available:

CompanyOtherwiseFullName - The company name will be used if provided, otherwise the customers full name.

CompanyOtherwiseForenameSurname - The company name will be used if provided, otherwise the customers forename followed by surname.

CompanyOtherwiseSurnameForename - The company name will be used if provided, otherwise the customers surname followed by forename.

ForenameSurname - The customers forename followed by surname.

SurnameForename - The customers surname followed by forename.

Alphabetic Length - Used when auto generating account references. Controls the number of alphabetic characters to use in the generated account reference (e.g. 3 may produce an account reference starting with ABC)

Auto Generate Account Ref - Set this to True to have the task auto-create an account reference if one is not provided in the input file, or an account reference is not found in the truth table based on the customer Id. Set to False to prevent new account references being generated automatically.

Mask - This will prefix any account reference generated by Zynk, for example, if the account reference was ‘INT001’ and the mask was ‘Z-‘ the account reference would be set to ‘Z-INT001’ in Sage. Wild cards can be used to insert characters at certain positions in the account reference. For example, the mask ???-??? may produce the account reference ‘INT-001’.

Numeric Length - Used when auto generating account references. Controls the number of numeric characters to use in the generated account reference (e.g. 3 may produce an account reference ending in 001)

Regular Expression - The regular expression to use for stripping out undesired characters from the generated account reference. E.g. use \s* to strip out any spaces

Create Multiple Delivery Addresses

Required
Set this value to True if you need to create multiple delivery addresses each time a new delivery address is added, False will not create delivery addresses on the customer record

Match Accounts On

Optional
The list of fields to use to try and find an existing account in Sage which matches with the customer in the input file. These settings will only be used if there is no account reference provided for the customer in the input file, and no account reference found in the truth table based on the customer Id. When multiple fields are selected, only customers in Sage where the value of all fields matches those in the input file will be considered a match. The following fields are supported: